Northwestern Mutual Wealth Management’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.21K | Hold |
57
| – | – | ﹤0.01% | 3573 |
|
|
2025
Q4 | $2.75K | Sell |
57
-21
| -27% | -$968 | ﹤0.01% | 3394 |
|
|
2025
Q3 | $3.69K | Sell |
78
-35
| -31% | -$1.79K | ﹤0.01% | 3239 |
|
|
2025
Q2 | $5.64K | Hold |
113
| – | – | ﹤0.01% | 2976 |
|
|
2025
Q1 | $7.12K | Sell |
113
-57
| -34% | -$4.39K | ﹤0.01% | 2853 |
|
|
2024
Q4 | $14.2K | Hold |
170
| – | – | ﹤0.01% | 2621 |
|
|
2024
Q3 | $15.8K | Buy |
170
+3
| +2% | +$278 | ﹤0.01% | 2541 |
|
|
2024
Q2 | $14.7K | Buy |
167
+47
| +39% | +$4.49K | ﹤0.01% | 2508 |
|
|
2024
Q1 | $12.6K | Buy |
120
+63
| +111% | +$6.09K | ﹤0.01% | 2552 |
|
|
2023
Q4 | $5.48K | Sell |
57
-5
| -8% | -$437 | ﹤0.01% | 2840 |
|
|
2023
Q3 | $5.06K | Sell |
62
-21
| -25% | -$1.67K | ﹤0.01% | 2749 |
|
|
2023
Q2 | $6.28K | Sell |
83
-68
| -45% | -$4.89K | ﹤0.01% | 2716 |
|
|
2023
Q1 | $12.5K | Buy |
151
+64
| +74% | +$5.55K | ﹤0.01% | 2425 |
|
|
2022
Q4 | $7.09K | Sell |
87
-488
| -85% | -$42.8K | ﹤0.01% | 2625 |
|
|
2022
Q3 | $52K | Buy |
575
+346
| +151% | +$33.6K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $21K | Buy |
229
+114
| +99% | +$11.7K | ﹤0.01% | 2228 |
|
|
2022
Q1 | $13K | Buy |
115
+58
| +102% | +$6.57K | ﹤0.01% | 2437 |
|
|
2021
Q4 | $7K | Sell |
57
-1,717
| -97% | -$210K | ﹤0.01% | 2666 |
|
|
2021
Q3 | $200K | Buy |
1,774
+1,259
| +244% | +$133K | ﹤0.01% | 1344 |
|
|
2021
Q2 | $50K | Hold |
515
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q1 | $49K | Sell |
515
-168
| -25% | -$15.5K | ﹤0.01% | 1745 |
|
|
2020
Q4 | $57K | Buy |
683
+626
| +1,098% | +$48.1K | ﹤0.01% | 1603 |
|
|
2020
Q3 | $4K | Buy |
+57
| New | +$3.92K | ﹤0.01% | 2205 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 2377 |
|
|
2020
Q1 | $1K | Buy |
+24
| New | +$1.36K | ﹤0.01% | 2350 |
|
|
2019
Q3 | – | Sell |
-31
| Closed | -$2K | – | 2456 |
|
|
2019
Q2 | $2K | Buy |
+31
| New | +$1.86K | ﹤0.01% | 2293 |
|
|
2018
Q1 | – | Sell |
-34
| Closed | -$2K | – | 2189 |
|
|
2017
Q4 | $2K | Buy |
+34
| New | +$2.06K | ﹤0.01% | 2064 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$4K | – | 2014 |
|
|
2016
Q4 | $4K | Buy |
+81
| New | +$3.22K | ﹤0.01% | 1887 |
|
|
2016
Q3 | – | Sell |
-81
| Closed | -$3K | – | 266 |
|
|
2016
Q2 | $3K | Buy |
+81
| New | +$2.98K | ﹤0.01% | 1730 |
|
|
2015
Q1 | – | Sell |
-260
| Closed | -$9K | – | 1547 |
|
|
2014
Q4 | $9K | Buy |
+260
| New | +$7.82K | ﹤0.01% | 1092 |
|
Other funds holding EFOR
VPM
VCM
RP
Northwestern Mutual Wealth Management's EFOR Position: Q1 2026 in Review
Northwestern Mutual Wealth Management held its Everforth Inc (EFOR) position steady in Q1 2026 at 57 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3573.
Northwestern Mutual Wealth Management first reported a position in EFOR in Q4 2014 and has held it in 29 quarters since. The position peaked at $200K in Q3 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Northwestern Mutual Wealth Management held 57 shares of Everforth Inc worth $2.21K as of Q1 2026.
- Northwestern Mutual Wealth Management left its Everforth Inc share count unchanged in Q1 2026.
- Everforth Inc made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3573 holding.
- Northwestern Mutual Wealth Management first reported a position in Everforth Inc in Q4 2014 and has held it in 29 quarters since.
- Northwestern Mutual Wealth Management's Everforth Inc position peaked at $200K in Q3 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.